Goodwin Investment Advisory Portfolio Holdings
Goodwin Investment Advisory
- $191 Million
- Q4 2024
Goodwin Investment Advisory has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $191 Million distributed in 39 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Fidelity Covington Tr Blue Chi with a value of $77.8M, Fidelity Merrimack Str Tr Tota with a value of $31.9M, Fidelity Covington Tr Value Fa with a value of $11.7M, Vanguard Small Cap Value ETF with a value of $9.97M, and Pgim ETF Tr with a value of $8.19M.
Examining the 13F form we can see an decrease of $39.6M in the current position value, from $231M to 191M.
Goodwin Investment Advisory is based out at Woodstock, GA
Below you can find more details about Goodwin Investment Advisory portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |